LEGACY WEALTH MANAGEMENT, INC

Legacy Wealth Management is based out of Memphis. Legacy Wealth Management is a large advisory firm with 1085 clients and discretionary assets under management (AUM) of $1,400,870,744 (Form ADV from 2019-06-01). Their last reported 13F filing for Q1 2020 included $550,607,000 in managed 13F securities
and a top 10 holdings concentration of 99.95%. Legacy Wealth Management's largest holding is Schwab 1000 Index ETF with shares held of 6,602,267. Legacy Wealth Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 41 13F filings

Security Types:

CSV Export Module

This will schedule a job to export all requested 13f holdings data for this filer.
When completed, an email will be sent to the email address you specify
containing a link to download the .zip file of the CSV file(s) you requested.

Output Type

Output all 13f holdings into a single CSV file
Output all 13f holdings into separate CSV files per quarter